See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,172 | $102,317+12.6% | $146,958-21.6% | $80,856+42.4% |
| Participation rate | 74.2% | 75.8%-1.6pp | 82.2%-8.0pp | 67.6%+6.6pp |
| Annual return | 13.04% | 134.76%-121.7pp | 418.34%-405.3pp | 35.59%-22.6pp |
| Employer contribution / active EE | $3,685 | $3,713-0.7% | $4,933-25.3% | $2,755+33.8% |
| Participant deferral / active EE | $7,566 | $6,644+13.9% | $8,070-6.2% | $4,296+76.1% |
| Admin fee / account holder | $2,724 | $7,941-65.7% | $12,998-79.0% | $6,918-60.6% |